Access control quick start guide


Feature coming soon

Access control enables administrators to divide and categorize resource objects such as users, queues, flows, management units, and campaigns into individual business units.

Create divisions to separate business units within the organization, configure roles to determine which users have access to specific objects, and move objects into divisions. 

This quick start article helps guide you through getting started with access control.

Step 1: Create a new division


  1. Click Admin.
  2. Under People & Permissions, click Divisions.
  3. Click Create Division.
  4. Enter the division name and click Save. The new division opens to the Settings tab.
  5. (Optional) Add a more detailed description to the division and then click Save.




Step 2: Add the division to a user role with permission to edit objects


Notes:
  • If, in a previous edit to this user, you selected All future divisions for the user’s role, you can skip this step.
  •  You can also assign divisions to members of a role. For more information, see Assign divisions to users from role membership.

After you create the division, add the division to the user role with the appropriate edit permissions for the objects you will add to the division.

  1. Click Admin.
  2. Under People & Permissions, click People.
  3. Navigate to the person to which you want to grant a role in the division.
  4. Click More  and from the menu that appears, click Edit Person. The Edit Person page opens to the Roles tab.
  5. Locate the role that contains the permissions required to edit objects into the division.
    Note: To add a new role to the user, in the Add New Role box begin typing the first few letters of the role and select it from the list.
  6. In the Divisions column, do the following:
    1. In the Divisions column, click inside the Divisions box.
    2. Begin typing the first few letters of the division and select it from the list.
    3. (Optional) Click Select All to add all divisions to this role.
    4. (Optional) Select the All future divisions check box, which gives the user access to all divisions on the roles that provide the permissions. This option eliminates the need to repeat this step as you add new divisions to the organization and allows the user to move objects immediately.
  7. Repeat step 6 to add more divisions to this user’s role.
  8. To remove a division from the role, click X next to the division.
  9. Click Save.
  10. Repeat steps 1–9 for all users to which you want to grant object editing permission for the division.




Step 3: Move objects into the new division


Notes: By default, all objects start in the Home division.
  • If, in a previous edit to this user, you selected All future divisions for the user’s role, you can skip this step.
  •  You can also assign divisions to members of a role. For more information, see Assign divisions to users from role membership.

Now, move users, queues, flows, management units, and campaigns into the new division. To move objects to a division, you must have:

  • An assigned role with edit permissions for the object. For example, to move members, add the Directory > User > Edit permission; to move queues, add the Routing > Queue > Edit permission.
  • Either the All Division assigned to the role or both divisions (the division you want to move objects from and the division you want to move objects to) assigned to the role. 

To move objects:

  1. Click Admin.
  2. Under People & Permissions, click Divisions.
  3. Click the division to which you want to move objects.
  4. To move members to the division, do the following:
    1. Click the Members tab.
    2. In the Add new person box, begin typing the first few letters of the person’s name and then select it from the list. PureCloud moves the member to the division.
    3. Repeat step 4 for each additional member you want to move.
  5. To move more objects to the division:
    1. Click the appropriate tab (Queues, Management Units, Flows, and Campaigns).
    2. Search for the object to move and select it from the list.
    3. Repeat step 5 for each additional object you want to move.